Employee Loaded Wages factor in to Reveal More Accurate Job Costing and GP

DocumentManagement

Documents attach to Projects, Orders, Tasks, Customers, etc. to further Centralize Your World

Reporting

Customize Reports on all Aspects of Your Company, and Use them to Build Your Dashboards

Invoicing

Batch or Progress Invoice,with up-to-dateTime & Material Billing

Accounting

No Rekeying Needed, as Invoices and POs sync to QuickBooks Online

Sales Leads

Track Opportunitiesand Forecast

Estimations

Quote Quickly with IntelligentEstimation and Pricing

Proposals

Present and Convertinto Approved Orders

ProjectManagement

30,000-Foot View

TaskManagement

Ground-Level View

Work OrderManagement

1,000-Foot View

Issues

Track Issues against Orders or Tasks

Time Tracking

Compile Time from Employees in and out of the Office

Real-Time Job Costing

Employee Loaded Wages factor in to Reveal More Accurate Job Costing and GP

Inventory

Track Inventory for your Company and Customers

Reporting

Customize Reports on all Aspects of Your Company, and Use them to Build Your Dashboards

DocumentManagement

Documents attach to Projects, Orders, Tasks, Customers, etc. to further Centralize Your World

Invoicing

Batch or Progress Invoice, with up-to-date Time & Material Billing

Accounting

No Rekeying Needed, as Invoices and POs sync to QuickBooks Online

Perform Better andWork Happier, With Plexus

STANDARD MODULES:

Quotes and Orders

Quotes and Orders

Proposals and job orders are the core of any service company. Making a good first impression is often expressed through your company's ability to present and share professionally crafted proposals in a timely manner. Not only does Orders help you organize your workflow, it ultimately governs your agreed upon best practices for more integrated implementation. The Orders module provides job information access to all team members as they need it, ensuring it's completed on time and at the highest level.

Order Templates automate the creation of orders, simplifying the user experience. Templates structure the process to ensure consistency in creating orders.

Order Groups organize order lines into manageable sections, provide subtotaling, and facilitate multi-location and multi-phase orders.

Intelligent Pricing factors together multiple variables (customer contract, service type, service area, job scope, and vendor) to ensure price accuracy and consistency based on your pricing model regardless of the user. It also reduces pricing errors, protecting the company's profit margins.

Service Options capture the questions experienced estimators would ask by presenting important job and site-related questions that will impact the job price and scope, minimizing oversights.

Time & Material Billing automatically increases the sell value of time and material (T&M) line items as employees book time or log materials and expenses used.

Rule-Based Workflow ensures all users use the same method for working with orders, governing the best practices of your company. Different types of orders can have different workflows.

Custom Forms captures critical information from your customers and field crews with forms that can be customized based on industry in order to maintain the most relevant records for viewing and reporting.

Custom Overviews are available to tailor the presentation style to various customers and vendors, as well as internal staff.

Change Orders can be added onto the original order enhancing job costing.

Hourly Service Lines link service lines to the time management system for instant updates and a comprehensive view of time recorded.

Job Costing pulls in costs from employee loaded wages, expense reports, vendor bills, and ancillary costs, and compares with the original estimated cost, allowing management to gauge their actual margins on an order-by-order basis.

Work Order Time Summary displays all time associated with all employees for a work order, and provides an at-a-glance review of the order's labor costs.

Terms & Conditions can be included on orders based on specific rules to ensure legal aspects are covered.

Schedule

Schedule

Scheduling makes your service company more effective because it ensures the best use of your most valued assets -- your employees. Plexus' Schedule module informs your team on the necessary manpower needed for each job, offers ease in assigning employees to jobs, alerts them automatically, and provides awareness of your team's capacity.

Time

Time

Time collection is a necessary but tedious task for service companies. Plexus' Time module collects the data for payroll, provides job costing information, and simplifies time tracking for employees who can clock-in from their mobile devices or computer. Streamlined time tracking ensures greater accuracy, and when coupled with Plexus' robust reporting system, you can make more informed business decisions.

Mobile Device Time Entry collects time and GPS location data from field employees.

Expenses

Expenses

It can be difficult to keep track of the unforeseen expenses, such as an employee buying an extra part needed. Plexus' Expenses module helps you account for the small things that impact profit, and ensures you have the appropriate information to invoice a customer, reimburse an employee, and accurately job cost.

Expense Tracking organizes project and employee expenses based on the appropriate order to help with accurate reporting and job costing.

Mobile Expense Capture enables employees to take a picture of the receipt and assign it to the correct job using their mobile device.

Selling Expenses allows for the resale of expenses incurred as the job progresses. Expenses can be sold at a quoted amount up-front, or they can be sold as expenses accumulate, to facilitate time and material billing.

Invoices

Invoices

Ensuring your company gets paid accurately and on time is critical for the success of every service company, which is why invoicing is so central to business operations. Plexus' Invoices module allows you to invoice in a way that's best for your customers and your business. Whether it's batch invoice, partial invoice, or progressive invoice, the Invoices module allows you to tailor invoices to meet the business needs of your company and your customers.

Documents

Documents

Not being able to find the right files can be time consuming and frustrating. Plexus' Documents module enables online storing and sharing of electronic documents tied to the correct project, order, task, issue, and company to keep all associated information organized and integrated. Also, with check-in / check-out functionality and historical tracking, Plexus provides version control and easy access to the most up-to-date documents.

Check-In/Check-Out controls document access, ownership, and modification, as editing can be limited to one person at a time. Modifications are automatically tracked in revision history.

Flag Documents to ensure only the correct documents are disclosed to each party involved.

Emailed Overviews provide access to documents without requiring a login to Plexus.

Permissions manage specific view and edit access for documents and folders, which can be defined for specific people, companies, and security groups.

Document Association allows documents to be tied to projects, orders, invoices, and issues, and provides the latest revision to anyone with access.

ADVANCED MODULES:

Issues

To maintain an efficient work flow and to keep your clients happy, it's crucial to ensure you acknowledge and resolve work related issues in a timely fashion. Plexus' Issues module records and tracks issues, and links them to orders and projects for accurate reporting and timely resolution. Quickly recognizing and solving issues makes your customer experience stand out from your competitors.

To maintain an efficient work flow and to keep your clients happy, it's crucial to ensure you acknowledge and resolve work related issues in a timely fashion. Plexus' Issues module records and tracks issues, and links them to orders and projects for accurate reporting and timely resolution. Quickly recognizing and solving issues makes your customer experience stand out from your competitors.

Opportunities

Capturing data throughout your entire sales process enables you to determine business profitability from various angles. Plexus' Opportunities module manages all sales data and forecasting to help management make informed decisions and plan for the future. Also, as the opportunity develops, Plexus eliminates data re-entry by allowing you to easily convert the opportunity into an order.

Capturing data throughout your entire sales process enables you to determine business profitability from various angles. Plexus' Opportunities module manages all sales data and forecasting to help management make informed decisions and plan for the future. Also, as the opportunity develops, Plexus eliminates data re-entry by allowing you to easily convert the opportunity into an order.

Building Formal Proposals can be built from each opportunity. The formal proposal replaces the opportunity's forecast with the proposal's updated numbers.

Automatic Updates to the Opportunity's Status can be automatically triggered by the formal proposal as the order's status changes, linking the sales process to the overall business process.

Projects

Managing large projects is complicated. The Projects module enables companies to pull together their multi-phase jobs with complex contingencies. The centralized location of all project-related information ensures easy team communication, and enables continual status and profitability monitoring.

Managing large projects is complicated. The Projects module enables companies to pull together their multi-phase jobs with complex contingencies. The centralized location of all project-related information ensures easy team communication, and enables continual status and profitability monitoring.

Task Date Constraints and Dependencies provide multiple ways to organize your project schedule, including defining the 'must start on' dates and forcing tasks to start before or after the ending of another task or phase.

Role Assignments assign users to specific project roles and include them automatically on project update notifications.

Task Warnings monitor the end dates of tasks and inform associated parties of potential delays, increasing awareness and proactivity.

Overseeing Multi-Location and Multi-Phase Orders is possible as projects pull in multiple multi-phase orders and place their tasks onto the Gantt Chart for long-range planning.

Financial Overviews display sell and cost data, completion percentages, variance, and estimated, actual, and projected costs for each order associated with a project.

Assets

Service companies must constantly monitor equipment rentals, maintenance history, and requirements. When managing multiple assets, it's crucial to know specifically what maintenance is required and when it should be performed. Keep track of your assets by linking them to service orders, locations, and specific clients, and with Plexus' robust reporting, you can view service or rental history connected to each asset.

Service companies must constantly monitor equipment rentals, maintenance history, and requirements. When managing multiple assets, it's crucial to know specifically what maintenance is required and when it should be performed. Keep track of your assets by linking them to service orders, locations, and specific clients, and with Plexus' robust reporting, you can view service or rental history connected to each asset.

Inventory

Managing inventory counts is a hassle, but it's important for delivering excellent service and reducing waste, both of which boost your bottom line. Plexus' Inventory module allows you to connect your order process to your warehouse through stock and pull tickets so that your entire process from sales to inventory to invoicing is all in one system.

Managing inventory counts is a hassle, but it's important for delivering excellent service and reducing waste, both of which boost your bottom line. Plexus' Inventory module allows you to connect your order process to your warehouse through stock and pull tickets so that your entire process from sales to inventory to invoicing is all in one system.

Ticket Reporting tracks all associated notes, actions, documents, and form data for each ticket.

Tickets

Tracking every item received in your warehouse is costly and time consuming; however, it's still essential to know when items are received in order to inform administrative staff for invoicing purposes. When detailed inventory counts are not necessary, the Tickets module tracks what comes into the warehouse at a high level, and reports which items are needed for upcoming projects.

Tracking every item received in your warehouse is costly and time consuming; however, it's still essential to know when items are received in order to inform administrative staff for invoicing purposes. When detailed inventory counts are not necessary, the Tickets module tracks what comes into the warehouse at a high level, and reports which items are needed for upcoming projects.

30-day+ (Extended) Storage Reports display the square footage totals for all customers with shipments stored over 30 days for invoicing purposes.

Vendor Purchase Orders

Ordering special products from the manufacturer or hiring third party labor is crucial to many businesses. Having vendor purchase orders (PO), acknowledgements, and vendor invoices built into your ordering process keeps everything connected to the sales order, ensuring that the vendor's costs are included in the overall job cost.

Ordering special products from the manufacturer or hiring third party labor is crucial to many businesses. Having vendor purchase orders (PO), acknowledgements, and vendor invoices built into your ordering process keeps everything connected to the sales order, ensuring that the vendor's costs are included in the overall job cost.